Senior Trust Officer

Real Recruitment Solutions; Bournemouth; On-site; GBP 30,000 - 40,000; Full time

Job summary

A recruitment agency seeks a Senior Trust Officer to manage trust administration and provide technical oversight. You will lead a team, support stakeholders, and ensure effective trust operations. Ideal candidates should have over 3 years of experience in trust administration or applicable legal/accountancy roles, strong knowledge of trust taxation, and demonstrate excellent communication skills. This role offers a clear career path to Assistant Manager and includes comprehensive benefits such as 25 days holiday and pension contributions.

Benefits

25 days holiday (plus Bank hols)

Death in Service (4x annual salary)

PMI

Health Care Cash Plan

Pension (5% employer contributions)

Free on-site parking

Support and professional development training

Qualifications

• Significant experience in trust administration or relevant legal/accountancy role.
• Strong knowledge of trust taxation, income tax, CGT.
• Experience in a regulated financial services environment.

Responsibilities

• Conduct trust administration and technical oversight.
• Support stakeholders and advisers.
• Lead and develop team members.

Skills

Attention to detail

Numeracy

Written communication

Organisational skills

Confident communication

Education

3+ years in trust administration

STEP qualifications (or working towards)

Professional accounting qualification

Tools

Microsoft Office (Excel, Word)

Job description

JOB : Senior Tust Officer

SALARY £30,000 - £40,000 dependent on qualifications

LOCATION : Bournemouth

Benefits

• 25 days holiday (plus Bank hols)
• Death in Service (4xannual salary)
• PMI
• Heath Care Cash Plan
• Pension (5% employer contributions)
• Free on-site parking
• Support and professional development training to achieve relevant qualifications

Main Purpose of the role of Senior Trust Officer is to provide administration for a range of trust and financial products.

To provide senior-level trust administration and technical oversight supporting the Head of Trust Operations in managing workload, mentoring team members, and ensuring continuity of expertise as part of the company’s operational team.

This position is suited to an experienced Trust Officer (or trust-focused legal / accountancy professional) who wishes to take the next step into a senior, supervisory role, with a clear career pathway to Assistant Manager.

Key Responsibilities

• Trust Administration & Technical Oversight
• Trustee Decision-Making
• Team Leadership & Development
• Stakeholder & Adviser Support
• Process Improvement & Succession Planning

Key Attributes, Skills & Qualifications to apply for the role of Senior Trust Officer

Essential Qualifications

• Significant experience (typically 3+ years) in trust administration or a relevant legal or accountancy role with exposure to trusts and taxation.
• Strong working knowledge of trust taxation, including income tax, CGT, and trust reporting obligations.
• Experience operating within a regulated financial services or professional services environment.
• Excellent attention to detail, numeracy, and written communication skills.
• Confident communicator, able to deal professionally with advisers, clients, and senior stakeholders.
• Strong organisational skills with the ability to manage competing priorities and deadlines.
• Demonstrated ability to mentor or support junior colleagues.

Desirable Qualifications

• STEP qualifications (Certificate or Diploma) or working towards STEP.
• A professional accounting qualification, or equivalent experience, with practical exposure to trust taxation and the preparation or review of trust tax returns.
• Prior experience supervising staff or acting as a senior technical resource.
• Advanced Microsoft Office skills, particularly Excel and Word.

Personal Qualities

• Positive, proactive, professional, and solutions focused.
• Flexible and adaptable in a growing business environment.
• Motivated to develop into a broader leadership role, with ambition to progress to Assistant Manager.
• Committed to ongoing technical and professional development.

Real Recruitment Solutions is committed to a policy of equal opportunities across all areas of our business and at all stages in the selection process. Acting in accordance with the Equality Act 2010 and guidelines given by the REC, we treat everyone equally irrespective of sex, sexual orientation, gender reassignment, marital status, age, disability, race, ethnic or national origin, religion, political beliefs or membership or non-membership of a Trade Union.

From advertising vacancies, conducting candidate searches, selecting CVs, discussing vacancies and submitting details to clients through to interview preparation and at offer stage, Real Recruitment Solutions ensure that each candidate is assessed only in accordance with their merits, qualifications and ability to perform the relevant duties required by the particular vacancy.

Real Recruitment Solutions place an obligation upon all staff to respect and act in accordance with this policy and consistently review regulations as laid out by the REC to ensure our policy is updated and relevant across all aspects of recruitment in order to avoid unlawful or undesirable discrimination